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Extra! Extra! Key Financial Data is in

The new year is under way! With that brings changes on limits and rules for the new tax year. While most are still getting ready to file for tax year 2019, we want to offer clients the opportunity to get a copy of the new tax rules and limits for 2020. Stay ahead of the…

2019 4th Quarter Commentary

Market Summary Investor concerns around the trajectory of global growth, trade and monetary policy improved throughout 2019, leading to strong equity returns for the quarter and for the all of 2019. After steep declines in December 2018, the S&P 500 TR Index rose 9% during the quarter and 31.5% for all of 2019[1]. The gains…

December Market Commentary

Hindsight is 20/20. Foresight Isn’t. The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy makers expected to rise fell instead. American consumers’ confidence weakened as the year began[i], and news headlines broadcast fears of an economic slowdown. Investors who moved onto the sidelines may have missed the gains…

Leonard Rickey Investment Advisors: 3rd Quarter Commentary

Market Summary Similar investment themes from the second quarter continued into the third, producing volatile trading but overall little movement in asset prices. These themes included the ongoing U.S.-China trade conflict, slowing global growth, an inverted yield curve, the lowering of interest rates by Central Banks around the world, and ongoing political uncertainties, including Brexit…

Equifax Data Breach Update: Make a claim today

Two years ago, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach. The breach resulted in criminals accessing personal information of approximately 147 million Americans between May and July of 2017. The compromised data included names, addresses, Social Security Numbers, and dates of birth. In some instances, driver’s license…

Investing through Market Volatility

Bouts of market volatility are an unnerving, but normal, feature of long-term investing. They’re not fun, but you can expect to see market declines periodically throughout your investing career. You often hear that investors shouldn’t pay attention to the markets’ day-to-day movements. But it’s sometimes impossible to avoid—like when stocks fall 3% in a day.…

Credit Traps for the Unwary

Credit Traps for the Unwary It’s hard to imagine functioning in today’s society without access to credit. However, you need to be careful not to fall victim to some of the pitfalls associated with it. Revolving credit can make it hard for you to pay off debt Credit cards allow you to spend money you…

2019 2nd Quarter Commentary

Market Summary   U.S. stocks, as measured by the S&P 500 TR Index, got off to their best start since 1997 and reached new all-time highs. During the quarter the S&P 500 gained 4.3% which included a 6.4% drop in May and then a 7% bounce in June. This year’s 18.5% first half gain came…

Company News

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Welcome, Quentin Rickey!

Market Commentary

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

2024 3rd Quarter Investment Commentary

Presidential Elections and the Market

Retirement Planning

2024 IRA & HSA Contribution Deadline

Social Security Benefits Increase by 2.5% for 2025

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Tax Planning

Changes to Washington’s Capital Gains Tax: What You Need to Know

2024 IRA & HSA Contribution Deadline

Summary of 2025 Key Financial Changes

The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes

Schwab 1099 Release Dates for 2024

Cyber Security

Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements